Cedarwood Wealth LLC Makes New $1.99 Million Investment in Microsoft Corporation $MSFT

Cedarwood Wealth LLC bought a new position in Microsoft Corporation (NASDAQ:MSFT) during the fourth quarter, HoldingsChannel.com reports. The fund bought 4,226 shares of the software giant’s stock, valued at approximately $1,988,000. Microsoft makes up about 2.2% of Cedarwood Wealth LLC’s holdings, making the stock its 12th largest holding.

Other hedge funds have also recently made changes to their positions in the company. Longfellow Investment Management Co. LLC lifted its position in Microsoft by 51.3% in the second quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant’s stock worth $29,000 after buying an additional 20 shares during the last quarter. Bernzott Capital Advisors purchased a new stake in shares of Microsoft in the fourth quarter valued at $34,000. Timmons Wealth Management LLC bought a new stake in shares of Microsoft in the 4th quarter worth about $36,000. Fairway Wealth LLC boosted its stake in shares of Microsoft by 287.0% during the 4th quarter. Fairway Wealth LLC now owns 89 shares of the software giant’s stock worth $43,000 after purchasing an additional 66 shares during the period. Finally, LSV Asset Management purchased a new position in shares of Microsoft during the 4th quarter worth about $44,000. 71.13% of the stock is currently owned by hedge funds and other institutional investors.

Microsoft Stock Down 3.2%

Shares of NASDAQ:MSFT opened at $367.34 on Tuesday. Microsoft Corporation has a 52-week low of $356.28 and a 52-week high of $555.45. The stock has a market cap of $2.73 trillion, a P/E ratio of 21.87, a price-to-earnings-growth ratio of 1.37 and a beta of 1.11. The business’s 50 day moving average is $412.26 and its 200 day moving average is $424.28. The company has a quick ratio of 1.27, a current ratio of 1.28 and a debt-to-equity ratio of 0.08.

Microsoft (NASDAQ:MSFT) last issued its earnings results on Wednesday, April 29th. The software giant reported $4.27 earnings per share for the quarter, beating analysts’ consensus estimates of $4.06 by $0.21. Microsoft had a return on equity of 31.94% and a net margin of 39.34%.The business had revenue of $82.89 billion during the quarter, compared to analyst estimates of $81.44 billion. During the same period in the previous year, the company posted $3.46 EPS. Microsoft’s revenue was up 18.3% on a year-over-year basis. Sell-side analysts predict that Microsoft Corporation will post 16.76 EPS for the current year.

Microsoft Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Investors of record on Thursday, August 20th will be paid a $0.91 dividend. The ex-dividend date of this dividend is Thursday, August 20th. This represents a $3.64 dividend on an annualized basis and a yield of 1.0%. Microsoft’s dividend payout ratio is 21.67%.

Analyst Ratings Changes

A number of analysts recently weighed in on the stock. Piper Sandler reissued an “overweight” rating on shares of Microsoft in a research report on Tuesday, May 26th. Phillip Securities upgraded Microsoft to a “buy” rating and set a $485.00 target price for the company in a research report on Wednesday, May 13th. Citizens Jmp initiated coverage on Microsoft in a research note on Monday, June 1st. They set an “outperform” rating and a $550.00 target price on the stock. Oppenheimer reiterated an “outperform” rating and issued a $515.00 price target (down from $630.00) on shares of Microsoft in a report on Monday, April 27th. Finally, President Capital upped their price objective on Microsoft from $500.00 to $520.00 and gave the company a “buy” rating in a research report on Thursday, April 30th. Forty-one analysts have rated the stock with a Buy rating and six have issued a Hold rating to the stock. Based on data from MarketBeat, Microsoft presently has an average rating of “Moderate Buy” and an average price target of $561.20.

Key Stories Impacting Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft and Chevron announced a 20-year agreement to build Project Kilby, a 2.67-gigawatt natural-gas-powered facility in West Texas to support Microsoft’s AI and cloud data centers, reinforcing long-term demand for Microsoft’s AI infrastructure. Reuters article on Chevron signs power supply deal with Microsoft for Texas data center
• Positive Sentiment: Microsoft’s CEO Satya Nadella called for broader AI access, lower-cost models, and more emphasis on trust and choice, which supports the case that Microsoft is positioning itself to compete beyond the expensive frontier-model race. Yahoo Finance article on Microsoft CEO Calls for Broader AI Access
• Neutral Sentiment: Microsoft was cited as part of a broader Big Tech pullback tied to AI sector rotation and regulatory overhang, suggesting the stock is being dragged by the group rather than by company-specific operating news. Yahoo Finance article on US Equity Indexes Mixed Amid Steep Decline in Communication Services
• Neutral Sentiment: Multiple investor-rights firms announced or promoted a securities class action against Microsoft related to alleged Copilot-related disclosures, adding headline risk but not yet changing the underlying business outlook. GlobeNewswire article on MSFT Alert
• Negative Sentiment: New class-action headlines around Microsoft’s Copilot issues and alleged investor harm may weigh on sentiment by increasing legal uncertainty and keeping attention on prior stock declines. PR Newswire article on MSFT Stockholder Alert

Insider Buying and Selling

In other news, EVP Amy Coleman sold 1,262 shares of the business’s stock in a transaction dated Thursday, May 14th. The shares were sold at an average price of $411.34, for a total value of $519,111.08. Following the completion of the sale, the executive vice president owned 46,003 shares in the company, valued at approximately $18,922,874.02. The trade was a 2.67% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, EVP Takeshi Numoto sold 4,500 shares of the company’s stock in a transaction that occurred on Wednesday, June 10th. The stock was sold at an average price of $402.84, for a total transaction of $1,812,780.00. Following the completion of the sale, the executive vice president directly owned 47,468 shares of the company’s stock, valued at $19,122,009.12. The trade was a 8.66% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 23,762 shares of company stock valued at $10,508,361 over the last three months. 0.03% of the stock is owned by company insiders.

About Microsoft

Microsoft Corporation is a global technology company headquartered in Redmond, Washington. Founded in 1975 by Bill Gates and Paul Allen, Microsoft develops, licenses and supports a broad range of software products, services and devices for consumers, enterprises and governments worldwide. Its operations span personal computing, productivity software, cloud infrastructure, enterprise applications, developer tools and gaming.

Microsoft’s product portfolio includes the Windows operating system and the Microsoft 365 suite of productivity and collaboration tools (Office apps, Outlook, Teams).